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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (104939)	4/13/2000 7:05:00 AM
From: hmaly	Read Replies (2) \| Respond to of 1571174

Elmer ...<<<<If you'd give it some thought I don't think you would need to ask this question. Intel was and I believe still is capacity constrained. They are spending $6 Billion this year alone to expand capacity. It is not physically possible for Intel to increase sales by 50-90% under those constraints. >>>>>>> Elmer, if you cut out the bulsht; the answer you are trying to give is Intel has not increased production 50 -90% on any chip. How could Intel be capacity constrained if the enterprise sector was so weak in the first quarter? <<<. AMD on the other hand has an unused fab and an industry demand that Intel cannot fully satisfy. It would seem that the only limit to the increase in Athlon shipments is AMD itself and now I see that they only shipped 1.2 million units in Q1. >>>> What unused fab? Dresden hasn't opened yet. How many of Intels fabs started production before they were opened. Also from conference call tonight, Amd sold 1.2 million athys ; AMD produced 1.4 million Athys. <<<<<Yes this is a nice increase but what you don't want to hear is that it should have been much more IF AMD's yields are as high as claimed here and demand is so high. Under the circumstances, the rather anemic 1.2 million units shipped and the still idle Fab30, seems to fly in the face of one or both of those two claims.>>>> Yeah right Elmer. You certainly have a lot of nerve trying to say AMD's has a yield problem considering Intels glorious record the last 2 quarters. The bottom line is AMD produced 6.4 million chips from one fab. Intels number of chips/fab is far less than that. How many shares of stock will Intel have to sell this quarter to make their numbers? Amd blew out estimates with one fab tied behind their back, with no monopoly, and no selling of shares but "excluding one time costs " accounting tricks. <<<<Will people here still claim Intel can't manufacture CuMines if the Q1 total is 10-15x Athlons? Another point I have been called a liar on. >>>>>>* Of course; Intel switched capacity from PIII to Coppermine, and Intel was producing far more PIIIs back in the 3q-99 than Intel is producing Cuppermines now. Plus a die shrink from .25 to .18 should have resulted in a 30% increase of production; not a decrease if yields were good. Combine that with the fact that Enterprise sales were slow in Jan and Feb. Intels claims of "demand is high; yield are good." are laughable; plus they seem to substantiate that you are indeed a liar. <<<<< Crazyman said the issue of demo silicon was irrelivant. I showed him where he was wrong.>>>> You may have showed Crazy the difference between a demo and a production chip; but you have not offered any proof that Crazy's chip are indeed demos. Either offer some proof or admit that Crazy's claims are correct.

To: Elmer who wrote (104939)	4/13/2000 12:02:00 PM
From: tejek	Read Replies (1) \| Respond to of 1571174

If you'd give it some thought I don't think you would need to ask this question. Intel was and I believe still is capacity constrained. They are spending $6 Billion this year alone to expand capacity. It is not physically possible for Intel to increase sales by 50-90% under those constraints. AMD on the other hand has an unused fab and an industry demand that Intel cannot fully satisfy. It would seem that the only limit to the increase in Athlon shipments is AMD itself and now I see that they only shipped 1.2 million units in Q1 Elmer, Who cares.....AMD made its quarter big time; all your anal jawboning doesn't matter. And next week we find out if you have been mislead by Intel or not. So.......enjoy Israel.....Mazel Tov! ted